Add Recipients to Email Send

<< Send an Email Template Introduction Edit Template in an Email Send Record>>

ClickDimensions allows you to send to any combination of Leads, Contacts, Accounts, and Marketing Lists (including any combination of Static, Dynamic, Lead, and Contact Marketing Lists). You’ll be able to do this after you’ve entered the required information into the Email Send record and Saved. Use this interactive tutorial or read below for instructions.


Written Instructions

ClickDimensions will send to a person whether their status is Active or Deactivated. If you do not wish to send to Deactivated Leads/Contacts, make sure to add a Status = Active clause to the Advanced Find or Dynamic Criteria. If you send to a deactivated contact we will reactivate that contact and associate the events to that person. If you send to a deactivated lead, we will not reactivate it. That means that if the person clicks on a link it will create a new lead with just the email address.

Add Marketing Lists

You can add multiple marketing lists in any combination of Dynamic, Static, Lead, Contact, or Account.

You can also click plus sign at the top right corner of the Marketing Lists box and choose Add Existing Marketing List and use the lookup field that displays to add marketing lists. Any Marketing Lists you attach as recipients will appear in the Marketing Lists box in the Email Send.

Leads, Contacts, and Accounts will not appear in this view. To view the individual records that have been added as recipients, click on the respective entities in the active Email Send’s related menu in the navigation bar.

Suppression Lists

NOTE: This is only available in version 8.2.0 or newer. If you need to update your version of ClickDimensions, click here for more information!

You may select one or more Marketing Lists to exclude from your Email Send.  For example, if you want to send an email to people who have not yet RSVP’d for an event you are hosting, you can use your original Marketing List of possible attendees as the one you will send to, and set other Marketing Lists of people who have already said they will attend and people who have already said they will not attend as your suppression lists for the Email Send.  Anyone on the suppression list(s) will be excluded from being sent the email even if they are on the original Marketing List of possible attendees that was set for the Email Send if the email addresses match.

Click on the associated menu arrow next to the Email Send’s name at the top of the navigation bar, and choose Suppressed Marketing Lists.

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Click Add Existing Marketing List and query for the list(s) you would like to use for suppression purposes.

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In this example, we have included the various Marketing Lists of Contact who have already RSVP’d to the event.

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When the email send is sent out, ClickDimensions will exclude from sending the email to anyone who may exist on the specified suppression lists and the original marketing list of recipients.  You can see these excluded records under the Email Send’s related Excluded Emails.  More on excluded emails here.

Add Individual Lead, Contact, and Account Records

Click on the associated menu arrow next to the Email Send’s name at the top in the navigation bar, and choose Accounts, Contacts, or Leads.  For this example, we will choose Contacts.

Then click on the Add Existing Contact button.

Search for and select the Contact you want to send the email to. Click Add.

lookup contact

The Contact will appear in the Contact grid in the Email Send.

You can follow this same process if you want to add individual Leads or Accounts.


Interactive Tutorial

Next Step: Review the Email Template

Written Instructions

To add a recipient, click on the corresponding entity you want to send to in the left navigation pane. In this example, we will add a Contact.

ClickDimensions will send to a person whether their status is Active or Deactivated. If you do not wish to send to Deactivated Leads/Contacts, make sure to add a Status = Active clause to the Advanced Find or Dynamic Criteria. If you send to a deactivated contact we will reactivate that contact and associate the events to that person. If you send to a deactivated lead, we will not reactivate it. That means that if the person clicks on a link it will create a new lead with just the email address.

Add Marketing Lists

You can add multiple marketing lists in any combination of Dynamic, Static, Lead, or Contact.

You can click on this box directly and choose “Add Existing Marketing List” on the ribbon to add Marketing Lists that way as well. Any Marketing Lists you attach as recipients will appear in the Marketing Lists box in the Email Send.

EmailSendML

Leads, Contacts, and Accounts will not appear in this view. To view the individual records that have been added as recipients, click on the respective entities on the left under Marketing.

Add Contacts and Leads

Click on Contacts under Marketing in the left navigation pane.

Select Contacts

Then click on the Add Existing Contact button.

Add Existing Contact

Search for and select the Contact you want to send the email to. Click OK.

Contact Lookup

The Contact will appear in the Contact grid in the Email Send.

Added Contact


Feature Added: Original
Feature Updated: 8.2.0
ClickDimensions Version Need: 8.2.0